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Join your host, Laurence Whittam, on a groundbreaking podcast journey tailored for the modern accounting professional. ”Business Beyond Borders” delves deep into the world of accounting, offering a fresh perspective that transcends traditional boundaries. Each episode is a treasure trove of knowledge, focusing on trends, strategies, and the transformative power of staffing, outsourcing, and offshoring. Why This Podcast? - Explore Beyond Borders: Uncover the potential of global staffing solutions and how they can revolutionize your firm. - Gain Key Insights: From the latest trends to timeless strategies, get the wisdom you need to excel. - Conquer the CPA Game: Learn from the successes (and challenges) of industry leaders, and apply these lessons to your practice. Dive Into: - Trending Topics: Stay ahead with discussions on the most recent developments in the CPA world. - Strategic Focus: Master staffing challenges with proven strategies for outsourcing and offshoring. - Expert Chats: Hear from top professionals about best practices and innovative approaches. - Practical Tips: Implement actionable advice to enhance your firm’s performance.
Episodes
Tuesday Apr 23, 2024
Tuesday Apr 23, 2024
Join Adam Lean of The CFO Project and Laurence Whittam as they delve into the transformative journey of accountants transitioning to CFO advisors for small and medium-sized businesses. Discover actionable insights, proven frameworks, and the key to unlocking greater value for both accountants and their clients. In this episode, you will be able to:
- Learn how to shift your mindset from traditional accounting to offering CFO and advisory services for small and medium-sized businesses.
- Discover the key components of the CFO project, including a proven framework for guiding clients towards financial success.
- Understand the importance of proactive communication and clear, actionable advice in helping business owners navigate their finances.
- Explore the scalability and revenue potential of offering advisory services as an accountant or small firm.
- Gain insights into overcoming imposter syndrome and recognizing your expertise in providing valuable guidance to clients.
Reach out to Adam at thecfoproject.com!
Thursday Apr 18, 2024
Thursday Apr 18, 2024
Join us as Jackie Mayer shares her journey from CPA firm owner to software developer, offering invaluable insights into revolutionizing tax advisory services. Discover practical strategies, innovative tools, and the future of accounting in this insightful conversation. In this episode, you will be able to:
- Learn practical strategies for integrating tax advisory services into your firm's offerings.
- Discover how innovative software can streamline tax planning processes and boost efficiency.
- Gain insights into overcoming mindset barriers and embracing a proactive approach to client services.
- Explore the potential impact of AI and emerging technologies on the future of accounting and financial advisory.
- Find inspiration and actionable steps to elevate your firm's revenue and client value through strategic tax planning.
Connect with Jackie on LinkedIn or visit her website at www.jackiemeyercpa.com!
Tuesday Apr 16, 2024
Tuesday Apr 16, 2024
Join us as we delve into the world of offshore operations with Bhavesh Agarwal, exploring the challenges and successes of integrating teams across continents. Discover key strategies for effective communication, building rapport, and maximizing the benefits of outsourcing, offering valuable insights for businesses navigating global collaboration. In this episode, you will be able to:
- Understand the pivotal role of communication in successful outsourcing, and learn practical strategies for fostering effective cross-border collaboration.
- Explore firsthand experiences and insights from Bhavesh Agarwal on navigating challenges and seizing opportunities in offshore operations.
- Gain valuable tips for building rapport and trust between offshore teams and clients, crucial for fostering long-term partnerships and success.
- Learn about the importance of feedback processes in optimizing outsourcing outcomes, and discover best practices for providing constructive feedback across geographical boundaries.
- Uncover key differentiation factors that set successful outsourcing firms apart, and gain actionable advice for enhancing your own offshore operations strategy.
Reach out to Bhavesh at bhavesh@windystreet.in or visit their website at https://thewindystreet.com/
Thursday Apr 11, 2024
Thursday Apr 11, 2024
Join us as Mike Manalac shares invaluable insights on managing diverse teams, navigating the shift to virtual work, and prioritizing work-life balance in the accounting profession. Discover the power of humor and transparency in addressing industry challenges, along with practical tips for embracing technological tools to enhance collaboration. In this episode, you will be able to:
- Gain insights into the nuanced challenges of managing diverse teams in the accounting profession, from junior staff to senior members, and adapting communication styles accordingly.
- Understand how Google navigated the shift to virtual work during the COVID-19 pandemic, including changes in workplace culture and the utilization of collaborative spaces.
- Explore the importance of work-life balance and the process of taking extended time off, delving into strategies for planning, negotiation, and maintaining team productivity during absence.
- Discover the power of humor and transparency in addressing both the positive and negative aspects of the accounting profession.
- Learn practical tips for embracing technological tools like digital whiteboards to enhance collaboration, especially in remote or hybrid work environments, and how these tools can bridge generational gaps in the workplace.
Reach out to Mike on LinkedIn or visit www.mikefromaccounting.com!
Podbean: https://businessbeyondborders.podbean.com
Spotify: https://open.spotify.com/show/1LYaCQZRca1dWAVjUwZnm4?si=c83fe09a407f4518
Apple Podcast: https://podcasts.apple.com/ph/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474
Tuesday Apr 09, 2024
Tuesday Apr 09, 2024
Join Darren Isaacs from Makosi as he discusses the transformative journey of outsourcing in accounting. Discover the benefits of tapping into South African talent and navigating digital transformation challenges. Gain insights into the future of accounting and global governance in this engaging conversation. In this episode, you will be able to:
- Gain insights into the evolution of outsourcing in the accounting industry, from traditional models to innovative approaches.
- Understand the unique benefits of recruiting talent from South Africa for accounting firms.
- Learn about the challenges and opportunities firms face in implementing digital transformation and embracing new technologies.
- Discover strategies for overcoming common obstacles in talent acquisition and development.
- Explore the role of the accounting profession in driving global governance and addressing environmental and social concerns.
Reach out to Darren on LinkedIn or visit their website at www.makosi.com!
Podbean: https://businessbeyondborders.podbean.com
Spotify: https://open.spotify.com/show/1LYaCQZRca1dWAVjUwZnm4?si=c83fe09a407f4518
Apple Podcast: https://podcasts.apple.com/ph/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474
Thursday Apr 04, 2024
Thursday Apr 04, 2024
Join Laurence Whittam in an insightful conversation with Geraldine Carter from Geraldine Carter, LLC. as they delve into the transformative journey of transitioning CPA firms to a 40-hour workweek. Gain practical strategies, mindset shifts, and valuable resources to achieve a healthier work-life balance while maximizing value creation. In this episode, you will be able to:
- Discover actionable steps to transition your CPA firm towards a 40-hour workweek, without sacrificing revenue or client satisfaction.
- Learn the importance of focusing on value creation, pricing strategies, and efficiency to achieve a healthier work-life balance for yourself and your team.
- Explore the mindset shifts needed to overcome common challenges such as fear of niching and reluctance to prune client rosters.
- Gain insights into the impact of this transition on the accounting profession, making it more attractive and sustainable for professionals at all levels.
- Access valuable resources like Geraldine Carter's five-day email course and podcast to further explore and implement these transformative concepts in your firm.
Reach out to Geraldine at www.geraldinecarter.com!
Podbean: https://businessbeyondborders.podbean.com
Spotify: https://open.spotify.com/show/1LYaCQZRca1dWAVjUwZnm4?si=c83fe09a407f4518
Apple Podcast: https://podcasts.apple.com/ph/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474
Tuesday Apr 02, 2024
Tuesday Apr 02, 2024
Elevate your outsourcing strategy with Vivek Shah of Infinity Globus – where insights meet innovation. Empower your team with effective leadership and a vibrant organizational culture, while navigating common challenges seamlessly. In this episode, you will be able to:
- Discover actionable insights into various outsourcing engagement models, equipping you with the knowledge to select the right approach for your business needs.
- Learn strategies to empower your team through effective leadership and a strong organizational culture, fostering growth and productivity in your outsourcing endeavors.
- Gain valuable tips and solutions to navigate common challenges in outsourcing, ensuring smooth collaboration and successful outcomes for your projects.
- Explore best practices for optimizing communication channels and operational processes when working with outsourcing partners, enhancing efficiency and effectiveness.
- Dive into Infinity Globus's innovative talent development programs and discover how they can accelerate your journey towards building a skilled and reliable remote workforce.
Reach out to Vivek at https://www.infinity-globus.com
Podbean: https://businessbeyondborders.podbean.com
Spotify: https://open.spotify.com/show/1LYaCQZRca1dWAVjUwZnm4?si=c83fe09a407f4518
Apple Podcast: https://podcasts.apple.com/ph/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474
Thursday Mar 28, 2024
Thursday Mar 28, 2024
In this episode featuring David Cristello, CEO and Founder of Jetpack Workflow, delve into the future of accounting with AI. Discover how AI is reshaping productivity in firms, the practical applications transforming admin tasks, and actionable steps to embrace AI for enhanced efficiency. In this episode, you will be able to:
- Understand the transformative potential of AI in accounting, including its impact on productivity and efficiency within firms.
- Explore practical applications of AI in accounting practices, from project management to client communications and beyond.
- Gain insights into how AI can augment traditional admin tasks, freeing up time for strategic business development and professional growth.
- Learn about real-world examples of AI implementation, including its role in customer support and its potential to integrate with existing workflow systems.
- Discover practical steps for getting started with AI, including how to tinker with AI tools and platforms to unlock their full potential for your firm's productivity and innovation.
Reach out to David on LinkedIn or visit their website at http://www.jetpackworkflow.com for more insights!
Subscribe to our podcast and follow us on your favorite platform to not miss out on future discussions vital for accounting professionals looking to innovate and lead effectively.
Podbean: https://businessbeyondborders.podbean.com
Spotify: https://open.spotify.com/show/1LYaCQZRca1dWAVjUwZnm4?si=c83fe09a407f4518
Apple Podcast: https://podcasts.apple.com/ph/podcast/business-beyond-borders-impactful-insights-for-cpas/id1730771474
Get Involved: - Your participation makes ”Business Beyond Borders” more than just a podcast; it’s a community of forward-thinking CPAs dedicated to excellence.
Here’s how you can join the movement
- Share your favorite insights and episodes on social media. Let’s amplify our impact together.
- Like and Subscribe on your preferred podcast platform to stay updated with every enlightening episode.
- Reach Out: Have a question or want to be a guest? Email us at lwhittam@csuiteimpact.com.
Whether it’s topic suggestions, burning questions, or your own expertise you’d like to share, we’re all ears. ”Business Beyond Borders” is your go-to source for everything you need to navigate the complexities of the accounting industry.
Tune in now and start your journey toward accounting excellence with ”Business Beyond Borders: Impactful Insights for CPAs”.